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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
351
Level Four Advisory Services
Texas
$224K -$20.9K -426 -9%
HFP
352
Holistic Financial Partners
Indiana
$223K -$298K -6,082 -57%
HAS
353
HBW Advisory Services
California
$223K +$4.6K +94 +2%
HIW
354
Holos Integrated Wealth
Pennsylvania
$222K
LSPW
355
Lake Street Private Wealth
Illinois
$221K +$220K +4,487 New
KWA
356
Kingswood Wealth Advisors
California
$218K +$217K +4,435 New
KWM
357
Kaydan Wealth Management
Michigan
$214K +$213K +4,351 New
PA
358
Parallel Advisors
California
$213K +$29K +593 +16%
RG
359
Rathbones Group
United Kingdom
$210K
CCP
360
Clarity Capital Partners
California
$208K +$4.95K +101 +2%
DWP
361
Daymark Wealth Partners
Ohio
$208K +$207K +4,227 New
BFG
362
Beacon Financial Group
Texas
$208K
NG
363
Novem Group
New York
$207K -$2.74K -56 -1%
CICC
364
Capital Investment Counsel (Colorado)
Colorado
$207K -$123K -2,515 -37%
LSA
365
Lion Street Advisors
Texas
$205K
TAM
366
Titleist Asset Management
Texas
$202K +$201K +4,107 New
LFG
367
Larson Financial Group
Missouri
$197K -$45.4K -928 -19%
TAM
368
Tucker Asset Management
Colorado
$194K +$48.5K +991 +34%
PNC Financial Services Group
369
PNC Financial Services Group
Pennsylvania
$174K -$21.7K -443 -11%
GSWM
370
Golden State Wealth Management
California
$164K -$71K -1,451 -30%
PB
371
Pinnacle Bancorp
Nebraska
$159K
HIA
372
Harbor Investment Advisory
Maryland
$135K
MWA
373
Medallion Wealth Advisors
Connecticut
$125K -$5.63K -115 -4%
MIM
374
MTM Investment Management
South Carolina
$107K -$45.3K -925 -30%
OIA
375
Optimum Investment Advisors
Illinois
$93.6K